Earnings
The public face of Altamira's earnings work: every monitored company that has reported this season, its result against expectations, the market's reaction, and the grade the print earned against the thesis it tested — Strengthened, Intact, Strained or Broken. Verdicts and results only; the full graded reports live in the research library.
Q3 2026 earnings season · as of 2026-11-12 · Monitored universe: 44 companies · Reported: 32 · Beats 24 / Misses 3 / Mixed 5 · Thesis grades — Strengthened 8, Intact 19, Strained 5, Broken 0.
| Date | Ticker | Company | Result | EPS surprise | Revenue surprise | Revenue YoY | Reaction | Thesis verdict |
|---|---|---|---|---|---|---|---|---|
| 2026-11-12 | AMAT | Applied Materials | BEAT | +2.5% | +1.0% | 53.1% | -4.0% | STRENGTHENED |
| 2026-11-04 | MELI | MercadoLibre | MIXED | -4.7% | +0.6% | 45.1% | -3.1% | INTACT |
| 2026-11-03 | ANET | Arista Networks | BEAT | +11.1% | +9.7% | 58.5% | +7.5% | INTACT |
| 2026-11-03 | SWKS | Skyworks Solutions | BEAT | +0.8% | +0.9% | -5.0% | -12.6% | STRAINED |
| 2026-11-02 | AAPL | Apple | BEAT | +3.0% | +0.9% | 11.7% | -5.6% | INTACT |
| 2026-11-02 | PLTR | Palantir | BEAT | +8.3% | +6.3% | 95.9% | -9.0% | STRENGTHENED |
| 2026-10-30 | ABBV | AbbVie | BEAT | +2.4% | +0.5% | 10.3% | -2.1% | STRENGTHENED |
| 2026-10-30 | GD | General Dynamics | BEAT | +9.0% | +6.2% | 12.9% | +0.6% | INTACT |
| 2026-10-29 | AMZN | Amazon | MISS | -4.1% | -0.1% | 12.1% | -11.2% | STRAINED |
| 2026-10-29 | LLY | Eli Lilly | BEAT | +31.7% | +8.0% | 38.6% | +6.6% | STRENGTHENED |
| 2026-10-29 | MA | Mastercard | BEAT | +2.7% | +1.5% | 14.0% | +4.2% | INTACT |
| 2026-10-29 | MRK | Merck | BEAT | +19.1% | +4.4% | 5.1% | +3.8% | INTACT |
| 2026-10-29 | PWR | Quanta Services | BEAT | +20.7% | +8.9% | 60.1% | +4.7% | STRENGTHENED |
| 2026-10-28 | GOOGL | Alphabet | MISS | -29.8% | -0.3% | 24.7% | -11.5% | STRAINED |
| 2026-10-28 | MSFT | Microsoft | BEAT | +3.6% | +1.8% | 18.8% | -1.3% | INTACT |
| 2026-10-28 | KLAC | KLA Corporation | BEAT | +2.5% | +2.3% | 28.9% | +6.7% | INTACT |
| 2026-10-28 | VRT | Vertiv | BEAT | +21.4% | +15.0% | 61.2% | +2.8% | STRENGTHENED |
| 2026-10-28 | GEV | GE Vernova | BEAT | +19.4% | +5.4% | 26.8% | +2.9% | STRENGTHENED |
| 2026-10-28 | VICI | VICI Properties | MIXED | -56.9% | +0.5% | 5.8% | +2.7% | INTACT |
| 2026-10-27 | V | Visa | BEAT | +1.2% | +0.4% | 13.2% | -2.0% | INTACT |
| 2026-10-27 | WM | Waste Management | MIXED | -1.4% | +0.5% | 6.3% | -6.1% | STRAINED |
| 2026-10-26 | CDNS | Cadence Design Systems | BEAT | +2.9% | +1.3% | 22.0% | +2.6% | STRENGTHENED |
| 2026-10-21 | KMI | Kinder Morgan | BEAT | +9.2% | +3.6% | 9.3% | +2.4% | INTACT |
| 2026-10-21 | LRCX | Lam Research | BEAT | +0.9% | +1.0% | 54.4% | -10.6% | INTACT |
| 2026-10-21 | META | Meta Platforms | BEAT | +13.1% | +2.0% | 26.1% | -2.4% | INTACT |
| 2026-10-21 | TSLA | Tesla | MIXED | +7.0% | -0.0% | -0.2% | -0.3% | STRAINED |
| 2026-10-20 | NFLX | Netflix | BEAT | +6.1% | +0.0% | 11.8% | -8.2% | INTACT |
| 2026-10-20 | MSCI | MSCI | BEAT | +1.6% | +0.5% | 12.4% | +5.0% | INTACT |
| 2026-10-20 | SPCX | SpaceX (Space Exploration Technologies) | BEAT | +161.4% | +13.3% | 258.4% | +8.0% | INTACT |
| 2026-10-15 | TSM | Taiwan Semiconductor | BEAT | +3.4% | +0.9% | 50.9% | -1.8% | INTACT |
| 2026-10-14 | ASML | ASML | MIXED | +19.3% | -1.3% | 55.2% | -3.9% | INTACT |
| 2026-10-13 | JPM | JPMorgan Chase | MISS | -3.0% | -2.1% | 6.0% | -0.9% | INTACT |
Reaction is the after-hours / next-session move recorded by the earnings recap. Research for information only — not investment advice; see Disclosures.